Start with the problem
Write down the tasks that waste the most time. Software should solve a named problem, not simply be new.
List who will use it
Staff, managers and customers need different things. Involve each group early.
Decide between ready-made and custom
Ready-made tools are quicker when your process is standard. Custom software makes sense when your workflow is unusual or you need to connect several systems.
Check support and security
Ask who maintains the system, how data is backed up and who can access it.
Start small
Pilot one workflow first, then expand. Contact us to discuss yours.